Lido Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Lido Advisors’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34.2M	Sell	217,934 -1,812	-0.8%	-$277K	0.09%	149
2026 Q1	$30.4M	Sell	219,746 -116,899	-35%	-$16.8M	0.09%	147
2025 Q4	$46.9M	Sell	336,645 -6,985	-2%	-$980K	0.14%	95
2025 Q3	$47.5M	Buy	343,630 +238,258	+226%	+$31.6M	0.15%	89
2025 Q2	$13.6M	Sell	105,372 -56,579	-35%	-$6.78M	0.05%	207
2025 Q1	$18.8M	Sell	161,951 -4,067	-2%	-$487K	0.08%	146
2024 Q4	$19.5M	Sell	166,018 -8,415	-5%	-$1.01M	0.09%	138
2024 Q3	$20.9M	Sell	174,433 -7,850	-4%	-$899K	0.1%	100
2024 Q2	$20.5M	Sell	182,283 -1,568	-0.9%	-$172K	0.11%	96
2024 Q1	$20.2M	Sell	183,851 -241,624	-57%	-$25.4M	0.12%	88
2023 Q4	$31.5M	Buy	+425,475	New	+$40.7M	0.21%	51
2023 Q3	–	Sell	-237,324	Closed	-$22.8M	–	1210
2023 Q2	$22.8M	Sell	237,324 -21,949	-8%	-$2.04M	0.16%	65
2023 Q1	$23.6M	Buy	+259,273	New	+$23.1M	0.23%	55

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Lido Advisors's ACWI Position: Q2 2026 in Review

Lido Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.82% in Q2 2026, selling an estimated $277K and leaving 217,934 shares worth $34.2M. The position accounts for 0.09% of the portfolio, ranked #149.

Lido Advisors first reported a position in ACWI in Q1 2023 and has held it in 13 quarters since. The position peaked at $47.5M in Q3 2025. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Lido Advisors held 217,934 shares of iShares MSCI ACWI ETF worth $34.2M as of Q2 2026.
Lido Advisors sold 1,812 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $277K.
iShares MSCI ACWI ETF made up 0.09% of Lido Advisors's portfolio in Q2 2026, its #149 holding.
Lido Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2023 and has held it in 13 quarters since.
Lido Advisors's iShares MSCI ACWI ETF position peaked at $47.5M in Q3 2025.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.